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Dylana Lee Gross

Piper Sandler & Co.

Denver, CO

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Current Employers
Piper Sandler & Co.

350 North 5Th Street Suite 1000, Minneapolis, MN 55401 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-09-11
  • CO RA
    APPROVED
    Since 2024-09-11

Branch Locations

1144 15Th Street Suite 2050, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 06/2016 05/2017
Public Trust Advisors, Llc Denver CO 06/2017 08/2024
Piper Sandler & Co. Denver CO 09/2024 Present
  • 06/2016 → 05/2017
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2017 → 08/2024
    Public Trust Advisors, Llc
    Denver, CO
  • 09/2024 → Present
    Piper Sandler & Co.
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-15
S65 Uniform Investment Adviser Law Examination 2019-05-30
  • S63 Uniform Securities Agent State Law Examination
    2025-03-15
  • S65 Uniform Investment Adviser Law Examination
    2019-05-30
Other Names
  • Dylana Lee Gross
  • Dylana Gross

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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